MA
PMO

Mutual Advisors’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Mutual Advisors’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,358
Closed -$164K – 919
2021
Q4 		$164K Buy
+11,358
New +$158K 0.01% 864

Other funds holding PMO

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mutual Advisors's PMO Position: Q1 2022 in Review

Mutual Advisors sold out of Franklin Municipal Opportunities Trust (PMO) in Q1 2022, closing a stake of 11,358 shares — an estimated $164K sold.

Mutual Advisors first reported a position in PMO in Q4 2021 and held it in 1 quarter. The position peaked at $164K in Q4 2021. 85 funds tracked by Wall St. Rank hold PMO as of Q1 2022.

  • Mutual Advisors reported no remaining Franklin Municipal Opportunities Trust position as of Q1 2022 after selling out during the quarter.
  • Mutual Advisors sold 11,358 Franklin Municipal Opportunities Trust shares in Q1 2022, an estimated $164K.
  • Mutual Advisors first reported a position in Franklin Municipal Opportunities Trust in Q4 2021 and held it in 1 quarter.
  • Mutual Advisors's Franklin Municipal Opportunities Trust position peaked at $164K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q1 2022.

Based on Mutual Advisors's 13F filing for Q1 2022, filed 9 May 2022.